Date of Last Meeting

[Marco]

I’ve been searching throughout the forums but couldn’t find the answer to this question.

I currently have an “Interactions” table where I capture the date of the interaction and link it to a contact record in the “Contacts” table. I also have a field in the Interactions table where I select the type of interaction e.g. Meeting, Phone Call, Email, Task.

What I would like to do in the “Contacts” table is create a view to capture servicing items. One of those is to capture the last date I held a meeting with a specific contact. Is there a way I could create a field in the “Contacts” table to automatically pull the last date I had a meeting with that contact from the interactions table?

I can easily pull the last interaction date with the contact using a rollup field with the formula Max(Values) but I would like to specify interactions that are of the Meeting type only so it doesn’t pull the other types such as Phone Calls, Emails etc.

[Justin_Barrett · Accepted solution]

Make a formula field in [Interactions] named something like {Mtg Dates}, using this formula (assuming {Date} is the existing date field, and {Type} is your type chooser):

IF(Type="Meeting", Date)

Only meeting dates will appear in that field, which you can then hide and roll up using the MAX(values) aggregation in your [Contacts] table. (Note: wrap “Date” in the formula above inside a DATETIME_FORMAT() function to format it as you choose.)

[Marco]

That’s awesome. Simple and straight forward. Love it. Thanks for your help.

[Marco]

So strangely enough, the formula isn’t working. I double checked the field names and they are correct. I’m using the formula you outlined above, the field names match, but it’s resulting in a blank field/result.

I’m wondering, does it matter if the field TYPE is a single select field instead of a text field?

[Justin_Barrett]

It shouldn’t matter. When querying the value from a single select, Airtable auto-converts it into a single string. My only thought is that if your “Meeting” entry in the single select options has an errant space at the beginning or end, they won’t match (i.e. "Meeting " != “Meeting”). To work around this, you could try this alternate formula (or just remove any spaces you find):

IF(TRIM(Type)="Meeting", Date)

[Marco]

I figured it out, the field had these icons/emojis’ before the actual text of the Interaction Type. Once I removed those it all worked out. Thanks again!

[Justin_Barrett]

FWIW, it would still work with the emojis if you included them in the comparison string in your IF() function. For example, if your meeting choice looked like this:

:clock2: Meeting

…then the IF() would look like this:

IF(Type="🕑 Meeting", Date)